Module Five
Estate Planning - Part I and II
Focus on the different aspects of Estate Planning
- Traditional Estate Planning Tools - Wills, living trusts, irrevocable trusts, intra-family gifting, probate, and life insurance
- Estate and Gift Taxes - Basic estate and gift tax rules exclusions
- Business Succession Planning - Goals, strategies, and their application to charitable planning
- Estate Planning Strategies - Gifts, family sales, grantor retained income trusts, residential trusts, and family partnerships
- Application to Charitable Planning Goals - Philanthropic heritage, wealth preservation, and liquidity planning
- Application to Charitable Planning Strategies - Deferred gifting techniques and family foundations